Aliso Viejo, CA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aliso Viejo, CA has 63 loaded benefit plan(s) reported by 46 plan sponsor(s), with $1,050,969,249 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 63
- Plan sponsors
- 46
- Total reported assets (EOY)
- $1,050,969,249
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Quest Software Inc. 401(K) Plan | Quest Software Inc. | $267,933,370 | 2023 |
| Ust Global Inc 401(K) Plan | Ust Global Inc | $130,615,106 | 2023 |
| Realm Idx, Inc. 401(K) Plan | Realm Idx, Inc. | $106,200,544 | 2023 |
| Carrington 401(K) Plan | Carrington Holding Company, LLC | $105,435,225 | 2023 |
| Covenant Care 401(K) Plan | Covenant Care California, LLC | $74,775,437 | 2023 |
| Metagenics LLC 401(K) Retirement Plan | Metagenics LLC | $50,321,718 | 2023 |
| Aacn 401(K) Retirement Savings Plan | American Association Of Critical-Care Nurses | $41,280,233 | 2023 |
| University Of Massachusetts Global 403(B) Defined Contribution Retirement Plan | University Of Massachusetts Global | $38,643,735 | 2023 |
| Young'S Holdings, Inc. 401(K) Plan | Young'S Holdings, Inc. | $33,886,232 | 2023 |
| University Of Massachusetts Global Defined Contribution Retirement Plan | University Of Massachusetts Global | $22,537,682 | 2023 |
| Rxsight, Inc. 401(K) Plan | Rxsight, Inc. | $21,086,622 | 2023 |
| Nvision Eye Centers 401(K) Plan | Nvision Eye Centers, LLC | $20,788,053 | 2023 |
| Indie LLC 401(K) Profit Sharing Plan & Trust | Indie LLC | $19,443,504 | 2023 |
| Ravenswood Represented Employee Defined Benefit Plan | Ihi Power Services Corp. | $18,994,742 | 2023 |
| Vertos Medical, Inc. 401(K) Plan | Vertos Medical, Inc. | $13,809,067 | 2023 |
| Tjc Real Estate Transactions Group, LLC 401(K) Plan | Tjc Real Estate Transactions Group, LLC | $12,209,947 | 2023 |
| Pacifica Hotels 401(K) Plan And Trust | Pacifica Hotel Company | $11,575,482 | 2023 |
| Stetina, Brunda, Garred & Brucker 401(K) Savings Plan & Trust | Stetina, Brunda, Garred & Brucker | $11,213,963 | 2023 |
| St. Mary & All Angels Christian Church Retirement Plan | St. Mary & All Angels Christian Church | $10,086,025 | 2023 |
| Seabreeze Retirement Savings Plan | Seabreeze Management Company, Inc. | $8,679,037 | 2023 |
| The Sourcing Group Profit Sharing 401(K) Plan And Trust | The Sourcing Group | $7,509,970 | 2023 |
| Nicholas Management Group, Inc. 401(K) Plan | Nicholas Management Group, Inc. | $6,011,444 | 2023 |
| Mnet Financial, LLC, Profit Sharing Plan | Mnet Financial, LLC | $4,812,551 | 2023 |
| Jmj Financial 401(K) Plan | Jmj Financial | $3,203,884 | 2023 |
| Fady N. Elias M.D., Inc. Defined Benefit Pension Plan | Fady N. Elias M.D., Inc. | $2,907,210 | 2023 |
Largest plans in Aliso Viejo → · Aliso Viejo plans with financial data → · $1B+ plans in Aliso Viejo → · Providers by reported compensation →
Related Form 5500 pages
- All CA Form 5500 filings
- Quest Software Inc. 401(K) Plan (plan 003)
- Quest Software Inc. — all reported plans
- Ust Global Inc 401(K) Plan (plan 001)
- Ust Global Inc — all reported plans
- Realm Idx, Inc. 401(K) Plan (plan 001)
- Realm Idx, Inc. — all reported plans
- Carrington 401(K) Plan (plan 002)
- Carrington Holding Company, LLC — all reported plans
- Covenant Care 401(K) Plan (plan 001)
- Covenant Care California, LLC — all reported plans
- Metagenics LLC 401(K) Retirement Plan (plan 002)
- Metagenics LLC — all reported plans
- Aacn 401(K) Retirement Savings Plan (plan 002)
- American Association Of Critical-Care Nurses — all reported plans
- University Of Massachusetts Global 403(B) Defined Contribution Retirement Plan (plan 001)
- University Of Massachusetts Global — all reported plans
- Young'S Holdings, Inc. 401(K) Plan (plan 001)
- Young'S Holdings, Inc. — all reported plans
- University Of Massachusetts Global Defined Contribution Retirement Plan (plan 002)
- Rxsight, Inc. 401(K) Plan (plan 001)
- Rxsight, Inc. — all reported plans
- Nvision Eye Centers 401(K) Plan (plan 001)
- Nvision Eye Centers, LLC — all reported plans
- Indie LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Indie LLC — all reported plans
- Ravenswood Represented Employee Defined Benefit Plan (plan 005)
- Ihi Power Services Corp. — all reported plans
- Vertos Medical, Inc. 401(K) Plan (plan 001)
- Vertos Medical, Inc. — all reported plans
- Methodology
- Data sources